Number of Shares
232,111.00
Current Holdings Value*
$8.54 Mil
% of Portfolio
0.94%
Total Estimate Gain
$1.84 Mil
% of Total Estimate Gain
22.11%

Strategic Wealth Partners Group, LLC's Innovator U.S. Equity Power Buffer ETF - March Holding Summary

As of 2024-03-31, Strategic Wealth Partners Group, LLC held 232,111.00 shares of Innovator U.S. Equity Power Buffer ETF - March(PMAR), totaling $8.54 Mil. This investment constitutes 0.94% of their stock portfolio, and Strategic Wealth Partners Group, LLC now holds -% of the outstanding Innovator U.S. Equity Power Buffer ETF - March(PMAR) stock.

The initial trade took place in 2023Q1. And since then Strategic Wealth Partners Group, LLC has made 2 purchases of PMAR, at an average price of $34.73, for a total of 239,968.00 shares. In addition, there have been 3 sales at an average price of $33.66 for 7,857.00 shares. Based on historical transaction data and PMAR's current price of $42.71, Strategic Wealth Partners Group, LLC's estimated gain on his PMAR holdings is $1.84 Mil, reflecting a 22.11% gain to date.

Strategic Wealth Partners Group, LLC PMAR ($42.71) Holding Chart

Strategic Wealth Partners Group, LLC PMAR ($42.71) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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